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dental CPA

Develop a roadmap for financial success by having the right conversations with your CPA

By Nicole Thousand, CPA and Matt Ott, CPA Just like preparing for a family road trip, we believe all business owners should develop a roadmap to achieve their financial goals. Throughout the pandemic we got used to hearing terms such as “fluid” and “pivot”.  We were all doing this to make sure our businesses would …

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small business

What Small Businesses Need To Know About the Employee Retention Credit

Lots has changed this year for taxpayers and small businesses. Here is a summary of what you need to know about the Employee Retention Credit (ERC) and how it may impact your tax return. First of all- what is the Employee Retention Credit? Per the IRS, “the Employee Retention Credit is a refundable tax credit …

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tax planning

What is tax planning and why does it matter for your business?

Tax planning is the process of looking at various tax options in order to determine when, whether, and how to conduct business and personal transactions to reduce or eliminate tax liability. Many small business owners don’t think about tax planning, but tax planning is an important process that can directly impact your tax liability. No …

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